Pin Connected Items in 3D Models

Procore Model Manager - Beta Access & Feedback

The Model Manager (Beta) tool is exclusively available to registered beta participants. It is not available through Procore Explore. To learn more, see Beta Participant Guide.

  • To access the beta and provide feedback Show/Hide Details

    • To register: Participating companies must sign the Procore Beta Agreement. Once signed, your Procore Administrator coordinates with your Procore point of contact to enable Model Manager (Beta) on specific Procore projects.

    • To Provide Feedback During Beta: Contact your dedicated Beta program lead.

    • To report issues: Report breaking changes to Procore Customer Support. For general feedback or non-critical issues, contact your Beta program lead or Procore point of contact.

  • Notice: Procore Beta Services & Documentation Show/Hide Details

    For information about Beta Services, see the Procore Subscription Services Agreement. This documentation supports a product currently in Beta; content is actively being developed for General Availability (GA) and may be incomplete.

    • As-Is Basis: Provided solely for evaluation purposes on an "as is" basis.

    • No Warranties: Standard contractual commitments do not apply. This information carries no formal product commitments, and Procore assumes no liability for harm arising from its use.

    • Subject to Change: Procore may change, discontinue, or choose not to generally release these Beta Services at any time without notice.

Regional Availability

The Document Management tool is available to accounts in the following countries: United Kingdom, Ireland, Australia, and New Zealand. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Pinning items from supported Procore tools to exact X, Y, Z coordinates in a model lets teams locate and track issues like pipe clashes and structural conflicts with precision. With the Connected BIM feature in the Next-Gen Viewer, you can pin coordination issues, observations, and punch list items directly to your model without having to switch tools or lose context.

Where you pins sync depends on your project's chosen document repository:

  • Document Management: Pins sync to 2D sheets in the Document Management tool.

  • Documents: Pins sync to 2D sheets in the Drawings tool.

Tip

What's the difference between a link & a pin in a model? A link ties an item in a Procore tool directly to a physical 3D model object (like a specific pipe or door). It does not require dropping a spatial pin. A pin ties a record to a specific spatial coordinate (X, Y, Z location) in the model by dropping a visual 3D pin.

To learn when to link or pin an item Show/Hide Details

Feature

Which Items to Link

Which Items to Pin

Connect to Procore Tool

Inspections, RFIs, Submittals

Assets, Coordination Issues, Observations, Punch List

Data Anchor

Physical Geometry (Object)

Spatial Coordinates (X, Y, Z)

Navigation

Zoom to object

Jump to saved viewpoint

Things to Consider

Steps

Follow the appropriate steps below to either create a new pinned item or pin an existing item in a model.

Create a New Pinned Item in a 3D Model

Follow these steps to create a new pinned item in the federated project model:

  1. Navigate to the Model Manager (Beta) tool.

  2. Open the federated project model.

  3. Click the Items icon on the left toolbar.

  4. Select one of the supported Procore tools (for example, Coordination Issues, Observations, or Punch List) to see items correlated to the model.

  5. Choose one (1) option:

    • To create a new pinned item in a supported tool, click Create or click the Plus (+) icon at the top of the page.

    • If the item item already exists in a supported tool (for example, it was synced from the Procore BIM Plugin), locate it in the list and click + Pin on the item's card to create the pin. Existing items must always be pinned to the model in the Next-Gen Viewer.

  6. Click a location in the model's 3D space to drop the pin.

  7. Fill out the required fields in the creation form and click Create.

Procore adds a new pin for the item to the Items list.

Pin an Existing Item

Follow these steps to pin an existing item in the federated project model:

  1. Navigate to the Model Manager (Beta) tool.

  2. Open the federated project model.

  3. In the left toolbar, click the Items icon.

  4. Select one of the supported Procore tools to see items correlated to the model.

  5. On the desired item card, click +Pin.

  6. Click a location in the model's 3D space to drop the pin. Procore links the existing item to a pin.


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